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Our Process



Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on your specific needs and what you want to achieve.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term strategy that is custom tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you. 

Phase IV: Monitoring and Adjusting

We monitor your status on a regular basis to ensure these strategies are still performing in a way that meets your intention. If we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we will make adjustments accordingly.